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DOL Fiduciary Rule is the new sheriff in town, DALBAR introduces solutions to new law of the land
BOSTON, April 11, 2016 -- The Fiduciary Rule is now the “Law of the Land” and financial services institutions and professionals must choose a future course of business. These choices are:
DALBAR provides solutions to support whichever choices are selected so as to minimize risks, grow business and comply with the new “laws”. The solutions include
“The new fiduciary rule has now become a reality and discussions about the best course of action must now turn into decisions, planning and execution in order to operate successfully in the new environment,” said Kathleen Whalen, Managing Director at DALBAR.
For more details on the DALBAR Choices and corresponding Solutions, contact Brooke Halloran at [email protected] or via phone at 617-624-7273.
DALBAR, Inc. is the financial community’s leading independent expert for evaluating, auditing and rating business practices, customer performance, product quality and service. Launched in 1976, DALBAR has earned the recognition for consistent and unbiased evaluations of investment companies, registered investment advisers, insurance companies, broker/dealers, retirement plan providers and financial professionals. DALBAR awards are recognized as marks of excellence in the financial community.
Contact: Kathleen Whalen 617.723.6400 [email protected]